Financial Services Professional

4 weeks ago


Muncie, Indiana, United States First Merchant's Bank Full time
Job Summary

First Merchant's Bank is seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for facilitating the sales and service of securities, annuities, and registered investment advisory products to qualified clients.

Key Responsibilities
  • Coordinate sales appointments and complete all necessary paperwork on successful sales.
  • Initiate paperwork involving cancellations, surrenders, and/or partial withdrawals.
  • Maintain effective relationships with financial institution branch personnel in assigned territory.
  • Meet activity and production goals as established.
  • Establish and enhance existing customer and business referral relationships.
  • Provide a broad range of investment solutions and products to help meet customer goals.
  • Comply with all rules, regulations, and policies of the designated broker/dealer.
  • Respond timely to client and prospect requests.
  • Assist in the development of an annual sales plan.
  • Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.
  • Process security transactions through the designated broker/dealer as requested by clients.
  • Maintain proper documentation, paperwork, and files as required.
Requirements
  • High School diploma or equivalent (GED).
  • Over three (3) years of securities sales, annuity sales, or related experience.
  • Valid driver's license.
  • Series 7, Series 63, and 65 or Series 66 licenses as well as an applicable state insurance license.
Preferred Requirements
  • Bachelor's degree in finance, accounting, or a related banking field.
  • Willingness to seek and obtain professional designations.


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